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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$379M
2
Bank of America
Bank of America
North Carolina
+$377M
3
Morgan Stanley
Morgan Stanley
New York
+$257M
4
UBS Group
UBS Group
Switzerland
+$182M
5
Goldman Sachs
Goldman Sachs
New York
+$161M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$88.9M
2
HNB
Huntington National Bank
Ohio
-$52.6M
3
Citigroup
Citigroup
New York
-$36.6M
4
QIM
Quantitative Investment Management
Virginia
-$20.3M
5
SRA
Summit Rock Advisors
New York
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$592K -$59K -919 -9%
CG
252
Colony Group
Massachusetts
$592K +$192K +2,995 +48%
DY
253
Dowling & Yahnke
California
$587K +$6.98K +100 +1%
WAM
254
Weatherly Asset Management
California
$574K -$28.6K -445 -5%
NCMW
255
Northern Capital Management (Wisconsin)
Wisconsin
$558K -$130K -2,025 -19%
CM
256
Columbus Macro
Pennsylvania
$557K +$301K +4,698 +118%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$556K -$8.02K -125 -1%
G
258
GenTrust
Florida
$533K +$2.76K +43 +0.5%
RC
259
Rinet Company
Massachusetts
$525K +$77K +1,199 +17%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$519K +$136K +2,124 +36%
PW
261
Price Wealth
Texas
$510K +$4.94K +77 +1%
PA
262
Parallel Advisors
California
$509K +$6.02K +94 +1%
WP
263
WealthPLAN Partners
Nebraska
$502K +$502K +7,125 New
AWE
264
Avidian Wealth Enterprises
Texas
$491K +$491K +7,664 New
GG
265
Gofen & Glossberg
Illinois
$490K +$38.5K +600 +9%
CWM
266
Circle Wealth Management
New Jersey
$486K +$10.9K +170 +2%
Creative Planning
267
Creative Planning
Kansas
$482K -$627K -9,769 -57%
NGA
268
Naples Global Advisors
Florida
$481K -$1K -15 -0.2%
KAH
269
Kathryn A. Hall
$477K -$22.4K -350 -4%
MIA
270
MainStreet Investment Advisors
Illinois
$472K +$472K +7,350 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$472K +$472K +7,350 New
NAM
272
NorthCoast Asset Management
Connecticut
$468K +$468K +7,288 New
CMP
273
Courage Miller Partners
Virginia
$465K – – –
GC
274
Garde Capital
Washington
$457K +$1.99K +31 +0.4%
RWP
275
RWA Wealth Partners
Massachusetts
$452K +$452K +7,040 New
9 10
11
12 13